Williamson Legacy Group, LLC reported 71 positions worth $197.58M for the quarter ended Jun 30, 2026, up 55.9% on the prior quarter. It opened 25 new positions, added to 32, trimmed 13 and exited 28. Its largest holding is Sandisk Corp at 6.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DOCN DigitalOcean Holdings, Inc. | +32.5K | – | $5.10M | 2.58% |
| TXG 10x Genomics, Inc. | +95.1K | – | $3.64M | 1.84% |
| LGN Legence Corp. | +41.3K | – | $3.52M | 1.78% |
| AMAT Applied Materials Inc | +4,712 | – | $3.41M | 1.72% |
| MKSI Mks Inc | +5,543 | – | $2.47M | 1.25% |
| ONTO Onto Innovation Inc. | +5,816 | – | $2.20M | 1.11% |
| ATI Ati Inc | +11.1K | – | $2.18M | 1.11% |
| TKR Timken Co | +14.1K | – | $2.05M | 1.04% |
| HUT Hut 8 Corp. | +17.6K | – | $2.04M | 1.03% |
| CAT Caterpillar Inc | +1,880 | +97.7% | $2.00M | 2.05% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | -3,731 | -39.8% | $8.48M | 6.5% |
| WDC Western Digital Corp | -5,277 | -26.5% | $3.37M | 4.74% |
| BWXT BWX Technologies, Inc. | -11.1K | -100.0% | $2.27M | Exited |
| STX Seagate Technology Holdings plc | -2,342 | -19.8% | $2.26M | 4.64% |
| NVDA Nvidia Corp | -11.9K | -100.0% | $2.08M | Exited |
| FIVE Five Below, Inc | -11.2K | -74.5% | $2.01M | 0.348% |
| RTX RTX Corp | -9,602 | -100.0% | $1.85M | Exited |
| AGI Alamos Gold Inc | -37.8K | -100.0% | $1.68M | Exited |
| LITE Lumentum Holdings Inc. | -1,934 | -17.1% | $1.66M | 4.06% |
| FTAI FTAI Aviation Ltd. | -6,746 | -100.0% | $1.65M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DOCN DigitalOcean Holdings, Inc. | +32.5K | $5.10M | 2.58% |
| TXG 10x Genomics, Inc. | +95.1K | $3.64M | 1.84% |
| LGN Legence Corp. | +41.3K | $3.52M | 1.78% |
| AMAT Applied Materials Inc | +4,712 | $3.41M | 1.72% |
| MKSI Mks Inc | +5,543 | $2.47M | 1.25% |
| ONTO Onto Innovation Inc. | +5,816 | $2.20M | 1.11% |
| ATI Ati Inc | +11.1K | $2.18M | 1.11% |
| TKR Timken Co | +14.1K | $2.05M | 1.04% |
| HUT Hut 8 Corp. | +17.6K | $2.04M | 1.03% |
| GH Guardant Health, Inc. | +13.1K | $1.96M | 0.994% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BWXT BWX Technologies, Inc. | -11.1K | $2.27M | 1.79% |
| NVDA Nvidia Corp | -11.9K | $2.08M | 1.64% |
| RTX RTX Corp | -9,602 | $1.85M | 1.46% |
| AGI Alamos Gold Inc | -37.8K | $1.68M | 1.32% |
| FTAI FTAI Aviation Ltd. | -6,746 | $1.65M | 1.3% |
| AEM Agnico Eagle Mines Ltd | -7,896 | $1.60M | 1.26% |
| NEM NEWMONT Corp | -14.5K | $1.57M | 1.24% |
| ELAN Elanco Animal Health Inc | -64.3K | $1.54M | 1.21% |
| B Barrick Mining Corp | -37.4K | $1.53M | 1.2% |
| DAN DANA Inc | -43.4K | $1.46M | 1.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corp | Technology | 5,648 | $12.84M | 6.5% | -3,731 | -39.8% | Reduced | 0% |
| 2 | WDC Western Digital Corp | Technology | 14.7K | $9.37M | 4.74% | -5,277 | -26.5% | Reduced | 0% |
| 3 | STX Seagate Technology Holdings plc | Technology | 9,503 | $9.17M | 4.64% | -2,342 | -19.8% | Reduced | 0% |
| 4 | MU Micron Technology Inc | Technology | 7,570 | $8.74M | 4.42% | +901 | +13.5% | Added | 0% |
| 5 | CIEN Ciena Corp | Technology | 17.0K | $8.34M | 4.22% | +77 | +0.5% | Added | 0.01% |
| 6 | LITE Lumentum Holdings Inc. | Technology | 9,351 | $8.02M | 4.06% | -1,934 | -17.1% | Reduced | 0.01% |
| 7 | BE Bloom Energy Corp | Industrials | 20.5K | $6.22M | 3.15% | +1,617 | +8.5% | Added | 0.01% |
| 8 | GLW Corning Inc | Basic Materials | 21.1K | $5.40M | 2.73% | +4,689 | +28.5% | Added | 0% |
| 9 | LRCX Lam Research Corp | Technology | 12.3K | $5.33M | 2.7% | +3,448 | +38.9% | Added | 0% |
| 10 | DOCN DigitalOcean Holdings, Inc. | Technology | 32.5K | $5.10M | 2.58% | +32.5K | – | New | 0.03% |
| 11 | TER Teradyne, Inc | Technology | 9,830 | $4.76M | 2.41% | +3,441 | +53.9% | Added | 0.01% |
| 12 | MTZ Mastec Inc | Industrials | 11.1K | $4.61M | 2.33% | +972 | +9.6% | Added | 0.01% |
| 13 | GEV GE Vernova Inc. | Industrials | 3,895 | $4.58M | 2.32% | +19 | +0.5% | Added | 0% |
| 14 | COHR Coherent Corp. | Technology | 10.6K | $4.20M | 2.12% | +3,373 | +46.4% | Added | 0.01% |
| 15 | CAT Caterpillar Inc | Industrials | 3,805 | $4.05M | 2.05% | +1,880 | +97.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Williamson Legacy.
As of its Q2 2026 13F filing, Williamson Legacy Group, LLC’s five largest positions were Sandisk Corp (SNDK) at 6.5%, Western Digital Corp (WDC) at 4.7%, Seagate Technology Holdings plc (STX) at 4.6%, Micron Technology Inc (MU) at 4.4%, Ciena Corp (CIEN) at 4.2% of the reported portfolio.
Williamson Legacy Group, LLC reported a 13F portfolio worth $197.58M across 71 positions for Q2 2026. That is up 55.9% from the previous quarter.
Its largest purchases by value were DigitalOcean Holdings, Inc. ($5.10M), 10x Genomics, Inc. ($3.64M), Legence Corp. ($3.52M). It opened 25 new positions.
Its largest sales by value were Sandisk Corp ($8.48M), Western Digital Corp ($3.37M), BWX Technologies, Inc. ($2.27M). It exited 28 positions entirely.
From the Form 13F-HR reports Williamson Legacy Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.